Compliance Tracking
Stay ahead of compliance deadlines for entities in every jurisdiction
Lextree allows you to move easily between specific compliance obligations and the compliance status of the entire corporate family. A requirement is any legal obligation or filing you want to track. Lextree includes powerful features for recurring filings and alerts.
Part of comprehensive entity management software.
Truly global compliance tracking
Worldwide compliance monitoring
Lextree’s compliance tracking software helps you manage any legal obligation for any jurisdiction. Lextree is used in over 80 countries.
State compliance tracking
Use Lextree for only the jurisdictions you need. Just have entities in the United States? No problem. Lextree is used in all 50 states, and related jurisdictions.
You can monitor filing requirements in provinces and regional authorities in any country, including Canada, the United Kingdom, and Australia.
Compliance tracking software for any legal obligations
Annual statements
Lextree helps with annual statement compliance tracking. Some “annual statements” are not annual at all. Even if the filing frequency is every 5 years or every quarter, Lextree has you covered.
Foreign authorizations
Bring all the foreign authorizations for a legal entity into one place with Lextree. Use compliance tracking software for all your foreign authorizations. Each foreign authorization has a unique filing frequency. Track your filing obligations for each foreign authorization with Lextree.
Trade name registrations and DBA filings
Protecting trade names and securing permission to conduct business under a trade name requires a DBA (Doing Business As) filing. Lextree’s compliance tracking helps you manage all foreign authorizations for any jurisdiction.
Licenses and permits
Many businesses have licenses or permits to conduct business. Keep all the license renewals in one place. You can store the actual documents, as well as the details about the license or permit.
Compliance reporting
Analyze your compliance status across your entire corporate family. Lextree includes easy-to-use reporting tools to help you stay on top of your compliance obligations.
Segment your compliance obligations by:
- Jurisdiction
- Entity
- Requirement type
- Filing frequency
- Timeframe
Save compliance reports to your dashboard for quick access. Saved reports can be updated easily.
Compliance alerts
Lextree alerts you when you are approaching compliance deadlines. Customize the alert frequency to your needs. Notify your team when a compliance obligation is due. Customize the alert message.
Get Results
What do you need to accomplish?
Company Organization Charts
Visualize company structure with the built-in corporate org chart software. Easily navigate and explore the chart of the company structure. Lextree builds the company org chart dynamically. Lextree analyzes all company parent and subsidiary relationships, then automatically diagrams the chart.
Business Ownership Tracking
Track current and former owners for any business entity with Lextree. Keep a precise record of ownership percentages, holding periods, and equity changes – whether it is a corporation, LLC, partnership, or other legal entity. Lextree tracks it all. Automatically generate org charts based on your ownership data.
Boards, Officers, and Directors
Manage boards of directors and corporate officers. Add all the board members and officers you need. Track terms of service and titles. Assign one person to many entities as an officer or director. Easily see what entities they serve.
Legal Document Management
The documents, like Articles of Organization, By-Laws, and other founding documents, must be easily accessible over the life of the business to resolve disputes and unusual situations. Lextree keeps all organizational documents in one place.
Meeting Minutes
Capture and organize minutes for board and committee meetings. Lextree stores records centrally, sets up tasks for follow-up, and integrates them into the compliance cycle.
Pricing
Pricing plans to meet your needs
Discover the highest value solution
Professional
Free up your time with better tools.
$100 /month
Single user-
Unlimited entities
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10 GB of storage
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Exceptional support
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Billed annually at $1,200
Business
Most popular
Great value for your team
$400 /month
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Unlimited users
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Unlimited entities
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100 GB of storage
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Exceptional support
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Unlimited organization charts
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Billed annually at $4,800
Enterprise
Tailored to your organization's needs
Contact Us
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Unlimited users
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Unlimited entities
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Custom application development
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Custom URL and instance
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Billed annually
Security and Access
Secure access to data for your teams
- peopleUnlimited Users
Yes, unlimited users. You can work with as many people as you want. You control their access so each user only sees certain information.
- cloud_uploadCloud SaaS
Access from any location with any device. Benefit from world-class hosting. Easy to start. Keep your data when you are done.
- lockSecure
All data is encrypted and transmitted over SSL (HTTPS). Configure user permissions and roles to restrict access.
- badgeAccess Controls
Control access to your data with flexible and powerful access controls. Create custom security groups.
- contact_mailSupport
Access our professional team of experts. Support is included. Meaningful answers to business and technical questions.
- languageGlobal and Local
Any national jurisdiction, any state or province, multi-jurisdiction entities, foreign authorizations, special filings, and more.
Legal Entity Management Made Simple
Start using
Lextree today.
Control even complex legal entities.
Learn more about entity management software